In addition, according to the group intelligence consulting data, in the third quarter of 2020, the global mobile phone camera sensor shipment volume is about 1.7 billion, of which the smartphone camera sensor shipment is about 1.59 billion, with a year-on-year growth of about 19%, and the year-on-year start to turn positive, with the shipment reaching a historical high. At the same time, due to the strong demand for medium and low-end products, the global sales amount of camera sensors for smart phones in the third quarter of 2020 is about 3.4 billion US dollars, with a year-on-year increase of 17%.
Guoyuan securities has previously said that even if mobile phone sales decline to a certain extent, the demand for mobile phone cameras is still growing rapidly, and companies related to the industrial chain will continue to benefit.
The following are the related targets of Huawei cameras sorted out by the Financial Association:
Lianchuang Electronics: it has carried out in-depth cooperation and batch shipment with Huawei, Samsung, Dajiang, GoPro, Tesla, Mobileye, NVIDIA and other domestic and foreign high-quality customers, and cooperates with Huawei to produce video cameras.
Crystal optoelectronics: the companys customers are bound to large terminal companies such as Huawei, oppo, vivo, Xiaomi, etc., and have a strong industry position in the field of optical low-pass filter (OLPF) and infrared cut-off filter (IRCF). The sales volume of these two products ranks the top in the world.